OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND (EIN 94-6096327)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202033149349303988
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T17:00:20-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER KAPLAN ARASE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 1800 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941113346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946096327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OPERATING ENGINEERS UNION 3 PENSIONED | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH & WELFARE FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ZENITH AMERICAN SOLUTIONS | InCareOfNm |
| Business Name Control | OPER | BusinessNameControlTxt |
| Phone | 5106718800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HARBOR BAY PKWY STE 200 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E MURRAY | PersonNm |
| Person Title | co-chair | PersonTitleTxt |
| Phone | 5106718800 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Catherine Gardner | PreparerPersonNm |
| PTIN | P00350865 | PTIN |
| Phone | 4159563600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.244.147.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95416620203145000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1D553F0CC161CAB4950D5232994D4871B352D586 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1D553F0CC161CAB4950D5232994D4871B352D586 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN REDING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HARBOR BAY PKWY STE 200 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $303,962,318 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $108,458,423 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,771,562 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,942,536 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,483,794 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,054,729 | PYOtherRevenueAmt |
| CY Other Revenue | $26,901,154 | CYOtherRevenueAmt |
| PY Total Revenue | $135,455,688 | PYTotalRevenueAmt |
| CY Total Revenue | $149,156,510 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $109,878,325 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $116,907,731 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,034,027 | PYOtherExpensesAmt |
| CY Other Expenses | $5,953,490 | CYOtherExpensesAmt |
| PY Total Expenses | $115,912,352 | PYTotalExpensesAmt |
| CY Total Expenses | $122,861,221 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,543,336 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $26,295,289 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $185,660,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,186,601 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,379,906 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,185,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $172,280,567 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $202,001,601 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | TO PROVIDE HEALTHCARE BENEFITS DURING RETIREMENT TO ELIGIBLE OPERATING ENGINEERS COVERED BY COLLECTIVE BARGAINING AGREEMENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZENITH AMERICAN SOLUTIONS | PersonNm |
| Phone | 5106718800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HARBOR BAY PKWY STE 200 | AddressLine1Txt |
| City | alameda | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEVIN J ALBANESE | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| BRYAN K FLAKE | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| THOMAS HOLSMAN | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| TOM SQUERI | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| LANCE INOUYE | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| JAMES E MURRAY | ||||||
| CO-CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| PANE MEATOGA | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| RUSSELL E BURNS | ||||||
| CO-CHAIRMAN (FORMER) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| MIKE CROLL | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| JUSTIN DISTON | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| DAVID R STANTON | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| BRUCE NOEL | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| STEVE INGERSOLL | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| DAN REDING | ||||||
| CO-CHAIRMAN | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| JAMES SULLIVAN | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| NATE TUCKER | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| FG CROSTHWAITE | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| DAVID HARRISON | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| FRANK WILLIAMS | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| PATTY DUTRA BRUCE | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| CHARLES LAVERY | ||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS | |||||
| PO Box 629 | WOODLAND HILLS | CA | 91365 | CLAIMS ADMINISTRATOR | $1,432,350 |
| OPTUM RX | |||||
| 2300 MAIN ST | IRVINE | CA | 92614 | PRESCRIPTION ADMIN. | $506,907 |
| ZENITH AMERICAN SOLUTIONS | |||||
| 1600 HARBOR BAY PKWY STE 200 | ALAMEDA | CA | 94502 | CONTACT ADMIN. | $2,157,658 |
| PART D ADVISORS | |||||
| 17199 N LAUREL PARK DR STE 400 | LIVONIA | MI | 48152 | PRESCRIPTION ADMIN | $395,960 |
| THE SEGAL GROUP | |||||
| 180 HOWARD ST STE 100 | SAN FRANCISCO | CA | 94105 | CONSULTING | $157,908 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $78,300,671 | $78,300,671 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $32,470,891 | $32,470,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,771,562 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,412,484 | TotalRevenueColumnAmt |
| Exclusion | $5,412,484 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $160,877,118 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,805,808 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,071,310 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,071,310 | TotalRevenueColumnAmt |
| Exclusion | $6,071,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE DRUG SUBSIDY | 900099 | $5,594,666 | $5,594,666 |
| PRESCRIPTION REBATES | 900099 | $19,176,723 | $19,176,723 |
| STOP LOSS REIMBURSEMENTS | 900099 | $1,192,636 | $1,192,636 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $937,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $937,129 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,901,154 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,156,510 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,672,716 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,483,794 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,907,731 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,157,658 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,839 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,260 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,916 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,868 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,566 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,889 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,574 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROVIDER ADMINISTRATION FEES | $2,044,205 |
| MPSA INC. FEES | $569,210 |
| MEDICAL REVIEW FEES | $15,263 |
| PCORI FEES | $7,989 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,253 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,861,221 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,641,902 | BOYAmt |
| EOY | $23,972,944 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,614,374 | BOYAmt |
| EOY | $23,278,309 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,338,626 | BOYAmt |
| EOY | $26,742,082 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $442 | BOYAmt |
| EOY | $1,505 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,595,020 | BOYAmt |
| EOY | $120,916,169 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,470,109 | BOYAmt |
| EOY | $22,275,592 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,660,473 | BOYAmt |
| EOY | $217,186,601 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,214,089 | BOYAmt |
| EOY | $523,945 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $237,698 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,165,817 | BOYAmt |
| EOY | $14,423,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,379,906 | BOYAmt |
| EOY | $15,185,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,280,567 | BOYAmt |
| EOY | $202,001,601 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,280,567 | BOYAmt |
| EOY | $202,001,601 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,660,473 | BOYAmt |
| EOY | $217,186,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $26,295,289 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,425,745 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp | |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| Book Value | $22,275,592 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $22,275,592 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BENEFIT OBLIGATIONS | $10,897,262 |
| DUE FROM OTHER TRUST | $3,526,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,423,357 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $152,582,255 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,425,745 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,425,745 | RevenueNotReportedAmt |
| Revenue Subtotal | $149,156,510 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $149,156,510 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $121,129,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $121,129,776 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,731,445 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,731,445 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $122,861,221 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI, SECTION A - LINE 1A: | FormAndLineReferenceDesc |
| Explanation | THE LABOR TRUSTEES AND THE MANAGEMENT TRUSTEES ARE THE TWO SEGMENTS OF THE GOVERNING BODY. EACH MEMBER OF THE GOVERNING BODY HAS THE POWER TO VOTE ON ALL MATTERS, HOWEVER, THE VOTES WITHIN EACH SEGMENT ARE ACCUMULATED AND A UNIT VOTE IS DETERMINED BASED ON THE MAJORITY OF VOTES WITHIN EACH SEGMENT. PART VI, SECTION A - LINE 8B: THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE PLAN'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING. PART VI, SECTION B - LINE 12C: THE QUARTERLY BOARD MEETING PROVIDES AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS, AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, SECTION C - LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. ON AN ANNUAL BASIS, A FORM 5500 ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN IS FILED WITH THE DEPARTMENT OF LABOR. THIS REPORT IS AVAILABLE ON THEIR WEBSITE. PART VII, SECTION A - LINE 1A: TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION, CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO THE TRUSTEES: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO. 3; EIN 94-0577785. | ExplanationTxt |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MULTI-PLAN SERVICES AGENCY | |||||||||||
| 1600 HARBOR BAY PKWY STE 200 | ALAMEDA | CA | 94502 | 813751949 | SHARED EXP | CA | 501(C)(3) | 10 | NO | false | |
| PENSION TRUST FUND FOR OPER ENGINEERS | |||||||||||
| 1600 HARBOR BAY PKWY STE 200 | ALAMEDA | CA | 94502 | 946090764 | TRUST FUND | CA | 410 | N/A | NO | false | |
| INT'L UNION OF OPERATING ENG LO UION 3 | |||||||||||
| 1600 S LOOP RD | ALAMEDA | CA | 94502 | 940577785 | LABOR UNION | CA | 501(C)(5) | NA | false | ||
| SES SUPPLEMENTAL INFORMATION | |||||||||||
| N/A | |||||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SUPPLEMENTAL INFORMATION | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SUPPLEMENTAL INFORMATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PARTS II, III AND IV: IDENTIFICATION OF RELATED TAX-EXEMPT | FormAndLineReferenceDesc |
| Explanation | ORGANIZATIONS, TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: 3B Enterprises, Llc 3-Bar Corporation 3-Rivers, Inc A & M Excavating A C Excavators Inc A C L Construction Co Inc A M Stephens Construction Company Inc. A R B Inc A Ruiz Const Co & Assoc Inc A.S. Mobile Mechanical Services A-1 Sweeping Service AAA Diesel Repair and Services Inc. Abbett Electric Corp ABC Liovin Drilling, Inc Abercrombie Pipeline Services, LLC ABM GeoConstructors Inc. Absl Construction AC Electric Company Acacia Erosion Control Inc Access Limited Construction Acha Construction Achievement Engineering Corp Acme Concrete Paving Action Sweeping Services, Inc. Adam Moreno & Sons Inc Admiralty Diesel Services Inc Advanced Geosolutions Inc AECOM Energy & Construction Inc Aerco Pacific Inc Agee Construction Corporation Aggregate Engineering, Inc. AJW Construction Inc Akeff Const Services Inc Akima Construction Services Alb Incorporated Albert C Kobayashi Inc Alex Sweeney Construction Alimak Hek Aliquot Assoc Inc All American Construction, Inc All Valley Surveying, Inc Allen A Waggoner Construction Inc Alliance Roofing Co. Inc. Allied Concrete Pumping Allied West Construction Co. Allison Sierra Inc Als Landclearing Inc Amazon Const Inc American Civil Constructors American Concrete Placement, Inc. American Crane Rental American Integrated Services, Inc American Marine Corp American Pavement Systems Inc. American Paving Co American Piping & Boiler Co Ames Construction Ampco North, Inc Amports Andes Construction Andreini Bros Inc Andrew M Jordan, Inc. Annex Fence Company Inc Anrak Corporation Antigo Const Inc Anvil Builders Anza Eng Corp APB GENERAL ENGINEERING Apco Asphalt Paving Co Apex Civil Engineering & Land Surveying Apex Fence Co Inc Apex Testing Laboratores Inc Appian Engineering APTIM & Environmental & Infrastructure Aquatic Designing Inc Arborlift, Inc. Argonaut Const Arisumi Brothers Inc Arnaudo Construction Inc. Arrow Construction Arthur & Orum Well Drilling Co Inc A-S PIPELINES CO INC Aspen Developers Corp Assistance Recovery Program Assoc Eng Srvng Svcs Inc Associated Crane & Services LLC Associated Crane, Llc Asta Const Co Atlantic Plant Maintenance Atlas Peak Const Austerman Inc. Avar Sas Avison Construction Inc Ayala Boring Inc Azco, Inc. Azul Works, Inc. B & C Asphalt Grinding Inc. B J Reess Enterprise Badger Daylighting Corp Baker-Williams Eng Grp Baldry Bros Drilling Baldwin Con Co Inc Balfour Beatty Infrastructure Inc Barnard Bessac JV Barrys Backhoe Svc Bauman Landscape Bay Area Commercial Sweeping Bay Area Drilling Bay Area Hydrovac, LLC Bay Area Lightworks, Inc Bay Cities Paving & Grading Inc Bay Engineering Bay Pacific Pipeline Bay Power, LLC Bcj Sand And Rock Corp Bcp 3d Inc Becho Inc Bedrock Excavating Inc. Benchmark Engineering Inc Bentancourt Bros Construction, Inc. Berkel & Co Cntrctrs Inc Berkeley Asphalt Co Berkeley Cement Inc. Berkeley Concrete Pump Berkeley Ready Mix Co Berlogar Stevens & Associates Bertco Inc. Bertram Drilling Inc Bestor Engineers Inc Bfi Of California Inc Dba Ox Mountain La BHM Construction, Inc. Bigge Crane & Rigging Bill Nelson General Engineering Const. BJ Rees's Enterprise Bjork Construction Co. Inc. Bkf Bkf Engineers - A Rate Black Gold Paving & Sealing Blackwell General Eng Blasting Technology Inc Blaze Engineering, Inc. Blue Iron Foundation & Shoring Llc Bobs Tractor Repair Inc -Tier I Bockmon & Woody Electric Co Inc Bortolussi & Watkin, Inc. Bosco Constructors Inc Bowman & Williams -Apprentice Rate BR Welding & Fabrication Brad Dales Excavating Inc Brad Dales Excavating, Inc. Bradley Tanks, Inc Bragg Crane Bragg Crane & Rigging Brelje & Race Engineers Brian H Smith Demolition & Excavating, I Bridgeway Civil Constructors Inc Brightview Landscape Development Broom Service Inc Brosamer & Wall, Inc Brotherton Corporation Broward Builders Inc Brown & Fesler, Inc. Bruce Carone Grdng & Paving Inc Bryant Surveys Inc Bsr Rentals BTI Services, Inc Building & Const Trades Bultena Construction Company Burlington Civil, Inc. Busch Heavy Equipment Repair Llc Bush Engineering Inc Butte Water Dist C & D Contractors Inc C Aparicio Cement Contractors Inc C F & T & Available C F Archibald Pav Inc C J Peterson Service Inc C V Larsen Co C W Roen Const Co C2r Engineering, Inc Cabrillo Hoist Cahill Contractors Llc Cal Con Pumping Llc Cal Crush Corp Cal Electro Inc Cal Pacific Constructors, Inc. Cal Valley Construction Cal-Dorado Inc California Auger Boring Inc California Caisson & Shoring Inc California Compaction Corp California Concrete Pumping Inc. California Const Surveying Inc California Cut & Core, Inc. California Engineering Contrs Inc California Generator Service Corp California Prison Industry Authority (ca California Trenchless Inc California Utility Engineering, Inc. Calmat Company DBA Shamrock Materials Cal-Neva Construction Services Inc Cal-Safety Inc Camenzind Dredging Inc Campanella Corp Cano Excavating Company, Inc. Canyon Construction Capex Engineering Inc Carlile Macy Inc Carlson Barbee & Gibson Carone & Co Inc Cascade Drilling, Inc Case Pacific Co Castle Concrete Pump Cazadoro Construction, Inc CBI Services Inc Celik Engineering Corp Cemex Cencal Services Inc Central Concrete Supply Co., Inc Central Concrete Supply Company Inc Central Sweeping Corporation Central Valley Asphalt Central Valley Engineering & Surveying Ceres Environmental Services Cggs Backhoe Service Chaudhary & Associates, Inc Cherry Creek Recycling LLC Chester Bross Construction Co Cinquini & Passarino Inc City Of San Jose Civil Eng Assoc Inc Civil Engineering Const Inc Civil Substations Inc CJA-HDCC JV Clark Bros Inc Clauss Construction Clear Creek Systems, Inc. Clipper International Equip Co Inc Close Construction, Inc Cmz Of Hawaii Inc Cnsb Inc Dba Allstate Boring Cntrl State Lnd Svys Inc Coast Crane Co & Maxim Crane Works LP Coastside Concrete & Construction Inc Coastwide Environmental Tech, Inc. Coffman Specialties Inc Columbia Electric Inc Columbia Pacific Construction, Inc. Commercial Power Sweep Inc Commercial Tree Care Community Playgrounds Inc Compass Equipment Inc Compass Equipment Services Of Nv CON QUEST CONTRACTORS INC Conco Pumping Conco West Inc Condon-Johnson & Assoc Connolly Crane Svc Consolidated Engineering Labs, Inc Consolidated Security Integration Inc Construction & Turnaround Services, LLC Construction Material Recycling, Inc. Construction Survey Construction Testing Services Inc Conti Corporation dba Conti MEP Corp Converse Construction, Inc. Cook Engineering Inc Cooper, Thorne & Assoc Inc. Coral Construction Company Corey Delta Constructors Corrpro Companies, Inc. Coughlin Co Country Builders Construction, Inc Cox & Cox Construction Cozart Bros Inc Crane Inspection Agency Crane Spec, Inc Cratus Inc Critical Weld Inspections Inc Crystal Creek Aggregate Inc Cs Marine Cnstrctrs Inc Ct Unlimited, Inc Culver Group Inc Custom Crushing Industries Inc CVE DEMOLITION INC D & B Trenching D & D Pipelines Inc. D & M Equip Co D A Wood Construction, Inc. D D Laster Lndscap Cons D H Blattner & Sons Inc D S S Company D W Young Const Co Inc D.a.v.e. Sweeping Daleo Inc Danu Inc Darcy & Harty Constr Inc Darren Taylor Construction Dave Schirrick Company Llc David R. Copeland Enterprises David T Price Inc Dawson Mauldin Const Inc Dawson-Mauldin LLC De Silva-Gates Cnst Lp Debolt Civil Eng Inc Decker Landscaping, Inc. Dees Burke Engineering Constructors, LLC Dees-Hennessey Inc Dekay Demolition And Clearing Inc Del Monte Electric, Inc Delta Grinding Co, Inc Dba Diablo Grindi Delta Grinding Company, Inc. Delta Surveying Inc Delta Sweepers Demo Masters Inc Demolition Services And Grading, Inc Dept of Corrections & Rehabilitation Desert Commercial Sweeping Inc Desilva Gates, Oliver Desilva, Gallgher Devincenzi Concrete Const Dewitt Bros & Co Inc DGI-Menard Inc. Dick Anderson Construction, Inc Dirt & Aggregate Interchange, Inc. Dirt Dynasty, Inc. Dirty Hands Heavy Equipment Repair Discovery Hydrovac Llc Disney Construction Inc Diversified Crane Dixon Marine Dk Associates -Apprentice Rate Dk Environmental/mcnabb Construction Inc Dl Equip Co Inc Dlc Equipment Inc D-Line Constructors, Inc Dmc Llc Dmz Builders DN Tanks DN Tanks, Inc DOCON, INC Don Berry Const Don Lawley Co Inc Don Pridmore & Son Don Tucker & Sons Dorfman Const Co Inc Doty Bros Eqpt Co Dba Doty Bros Const Downing Diversified, LLC Doyles Work Company DPI INC. Dragados Usa Dragados/Flatiron West/JV Drill Tech Drilling & Shoring Inc Drilling Division of Moore Twining Duke Sherwood Contr Dunton Construction Co Inc Duran & Venables Gen En Durans Paving Rentals Dutch Construction Inc Dwite C Forbush Inc Dx-10 Inc Dyer Corp dba Dyer All Terrain Excav. Dynomaster Inc/Diesel Master Inc E & Y Sweeping Inc E E Gilbert Const Inc Earthworks Pacific Eastern Sierra Sweeping ECAST Engineering Inc. Ecco Equip Corp Eco Bay Services Inc EDCO Enterprises, Inc Edward W Scott Elect Co Eldorado Excavation Inc Element 26 Contracting Elite Diesel Service Inc Elmer J Freethy Co Emmett's Excavation Grading | ExplanationTxt |